Core Viewpoint - Ningbo Meinuo Pharmaceutical Co., Ltd. announced that its wholly-owned subsidiary, Ningbo Meinuo TianKang Pharmaceutical Co., Ltd., participated in the national centralized procurement for drugs whose agreements have expired, with ten products including Perindopril tert-butylamine tablets, Clopidogrel hydrogen sulfate tablets, and Empagliflozin tablets expected to be selected for this procurement [1]. Group 1: Proposed Selected Products - The ten proposed selected products are expected to generate a total sales revenue of 71.75 million yuan in the first three quarters of 2025, accounting for 6.4% of the company's total revenue during the same period [1]. - The number of proposed selected products represents 40% of the total number of formulations in the company's formulation segment [1]. Group 2: Impact on the Company - The results of the procurement are expected to be implemented by the end of March 2026, with medical institutions prioritizing the use of the selected drugs during the procurement cycle [1]. - The procurement cycle for the selected drugs will last until December 31, 2028, starting from the actual execution date of the selection results [1].

登录新浪财经APP 搜索【信披】查看更多考评等级 三、相关风险提示 公司拟中选产品的采购合同签订等后续事项以及带量采购后市场销售执行情况尚具有不确定性。敬请广 大投资者谨慎决策，注意投资风险。 特此公告。 珠海润都制药股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 珠海润都制药股份有限公司（以下简称"公司"）参加了国家组织集采药品协议期满品种接续采购办公室 (以下简称"接续采购办公室")组织的国家组织集采药品协议期满品种接续采购的投标工作(以下简称"本 次接续采购")，根据接续采购办公室于2026年02月10日发布的《国家组织集采药品协议期满品种接续采 购拟中选结果公示》，公司部分药品拟中选本次接续采购，现将相关情况公告如下： 一、拟中选产品情况 ■ 二、本次拟中选对公司的影响 本次接续采购品种为第1-8批国家组织集采协议期满的品种，各采购品种的约定采购量以医药机构填报 各企业采购品种需求量为基数，按照中选价格梯度确定带量比例，本次拟中选药品的采购周期自中选结 果实际执行日起至2028年12月31日。 在采购周期内，医疗机构将优先使用本次药品接续 ...

Core Viewpoint - The conference call for BridgeBio is set to discuss the company's future operating and financial performance, business plans, and strategic prospects [1]. Group 1 - The call may contain forward-looking statements regarding BridgeBio's future operations and financial performance [1]. - These statements are based on current expectations and assumptions that are subject to risks and uncertainties [1]. - The company will not update any forward-looking statements made during the call, except as required by law [1].

Financial Data and Key Metrics Changes - In Q4 2025, total revenue reached $3.2 billion, a 10% increase compared to Q4 2024. For the full year 2025, total revenue was $12 billion, reflecting a 9% increase versus 2024 [33] - Full year 2025 growth in cystic fibrosis (CF) therapies was 7% globally, with U.S. CF revenue growing 11% year-over-year [34] Business Line Data and Key Metrics Changes - CASGEVY generated $54 million in revenue in Q4 and $116 million for the full year 2025, with continued momentum in patient initiations and first cell collections [34] - JOURNAVX delivered $27 million in sales in Q4 and $60 million for the full year, showing substantial growth in quarterly prescriptions since its launch [34] Market Data and Key Metrics Changes - Internationally, CF revenue grew 2% year-over-year, driven by the penetration of KAFTRIO and contributions from ALYFTREK, partially offset by a $200 million decline in Russia sales [34] - The company secured reimbursement for ALYFTREK in key European countries, enhancing access for patients [21] Company Strategy and Development Direction - The company aims to expand leadership in CF, accelerate adoption of CASGEVY, and grow JOURNAVX while advancing its renal franchise, starting with povetacicept in IgAN [5] - The renal pipeline is expected to become a key growth engine, potentially rivaling the scale of the CF business [29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver sustained growth through commercial execution and innovation across multiple serious disease areas [5] - The guidance for 2026 anticipates total company revenue in the range of $12.95 billion to $13.1 billion, representing 8%-9% growth versus the prior year [39] Other Important Information - The company ended 2025 with $12.3 billion in cash, cash equivalents, and marketable securities, positioning it well for future investments [38] - The fourth quarter gross margin was 85.7%, reflecting the product mix and investments in manufacturing optimization [35] Q&A Session Summary Question: Concerns about hypogammaglobulinemia adverse events related to povetacicept - Management indicated that while BAFF/APRIL inhibitors may decrease IgG levels, data from the RUBY-3 study showed no serious adverse events or infections associated with low IgG levels, suggesting a favorable benefit-risk profile [44][45] Question: Guidance details for CF component relative to ALYFTREK and TRIKAFTA - Management provided total revenue guidance of $12.95 billion to $13.1 billion, with a non-CF contribution of $500 million or more, but did not break down specifics for ALYFTREK versus other products [52] Question: Payer access and reimbursement for povetacicept - Management reported positive engagement with payers, having conducted 74 engagements covering over 210 million lives, indicating strong interest in the upcoming products [62] Question: Expected results on proteinuria for povetacicept - Management highlighted that a significant reduction in proteinuria, similar to the RUBY-3 study results, would be clinically meaningful and important for long-term outcomes [66] Question: Mix between retail and hospital settings for JOURNAVX - Management noted that the prescription mix concluded at about 50/50 between retail and hospital settings in 2025, with expectations for a shift towards retail in the future [83]

Core Viewpoint - A class action securities lawsuit has been filed against Ultragenyx Pharmaceutical Inc. for alleged securities fraud affecting investors between August 3, 2023, and December 26, 2025 [1] Group 1: Lawsuit Details - The lawsuit claims that Ultragenyx made misleading statements regarding the efficacy of setrusumab, particularly that while it increases bone density, it does not correlate with a decrease in annualized fracture rates [2] - On December 29, 2025, Ultragenyx announced that its Phase III Orbit and Cosmic Studies did not achieve statistical significance in reducing annualized clinical fracture rates compared to placebo or bisphosphonates [2] - Following this announcement, Ultragenyx's stock price plummeted from $34.19 per share on December 26, 2025, to $19.72 per share on December 29, 2025, marking a decline of approximately 42.32% in one day [2] Group 2: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until April 6, 2026, to request appointment as lead plaintiff, although participation in any recovery does not require serving as a lead plaintiff [3] - Class members may be entitled to compensation without any out-of-pocket costs or fees [3] Group 3: Firm Background - Levi & Korsinsky has a history of securing hundreds of millions of dollars for shareholders and has been recognized as one of the top securities litigation firms in the United States for seven consecutive years [4]

Core Viewpoint - AIM ImmunoTech Inc. has initiated a rights offering to raise funds for the development of its lead product, Ampligen®, aimed at treating late-stage pancreatic cancer, with an expected gross proceeds of $12 million if fully subscribed [2][5]. Group 1: Rights Offering Details - The rights offering allows holders of the company's common stock and certain options and warrants to purchase up to 12,000 units at a subscription price of $1,000 per unit [3][4]. - Each unit consists of one share of Series G Convertible Preferred Stock and 1,666 warrants to purchase common stock, with the preferred stock convertible into 833 shares of common stock at a conversion price of $1.20 per share [4]. - The subscription rights are non-transferable and must be exercised by 5:00 p.m. Eastern Time on February 27, 2026, unless extended by the company [6]. Group 2: Financial Implications - If the rights offering is fully subscribed, the company anticipates receiving aggregate gross proceeds of $12 million [5]. - Holders who fully exercise their basic subscription rights will have the opportunity to subscribe for additional units that remain unsubscribed due to unexercised basic subscription rights [5]. Group 3: Company Background - AIM ImmunoTech Inc. is focused on the research and development of Ampligen® (rintatolimod), which is a highly selective TLR3 agonist immuno-modulator showing promise in treating late-stage pancreatic cancer [12].

Core Insights - The company experienced a 3% revenue decline in 2025 due to the loss of exclusivity for Atozet and challenges in the respiratory franchise, particularly from policy impacts on Singulair [1] Revenue Performance - The biosimilars franchise exceeded internal expectations, with Hadlima achieving a 61% growth and successful market expansion into Canada and Puerto Rico [1] Operational Efficiency - The company focused on operational efficiency, achieving over $200 million in cost savings, which helped maintain adjusted EBITDA margins despite a 150 basis points decline in gross margin [1] Strategic Initiatives - The divestiture of the Jada system for $390 million and a reduction in the dividend payout ratio indicate a strategic shift towards enhancing balance sheet capacity and reducing debt [1] - Management has discontinued early-stage clinical programs to concentrate on medical and regulatory support for existing products and high-potential growth drivers like Vtama [1] Regulatory Developments - The FDA's approval to extend Nexplanon's duration from 3 to 5 years is seen as a significant milestone to expand the addressable market, especially for overweight and obese patients [1] Strategic Positioning - The company aims to leverage its global infrastructure to integrate low-incremental-cost assets such as Emgality and Nilemdo, focusing on established brands [1]

FIRST QUARTER 2025 FINANCIAL RESULTS Fourth Quarter and Full Year 2025 Financial Results ©2026 Vertex Pharmaceuticals Incorporated ©2026 Vertex Pharmaceuticals Incorporated ©2025 Vertex Pharmaceuticals Incorporated Presentation intended for the investment community Agenda Introduction Susie Lisa, CFA, Senior Vice President, Investor Relations CEO Perspective and Pipeline Update February 12, 2026 Reshma Kewalramani, M.D., Chief Executive Officer and President Commercial Update Duncan McKechnie, Executive Vic ...

Core Viewpoint - Vertex Pharmaceuticals forecasts 2026 revenue largely in line with analysts' estimates, driven by growth in cystic fibrosis treatments and contributions from newer products [1] Group 1: Revenue Forecast - The company anticipates revenue for 2026 to align closely with analyst expectations [1] - Growth is expected primarily from cystic fibrosis treatments [1] Group 2: Product Contributions - Newer products are also expected to contribute to the revenue growth [1]

Core Viewpoint - Pacira BioSciences, Inc. is set to report its fourth quarter and full year financial results for 2025 on February 26, 2026, after U.S. market close, followed by a live conference call and webcast [1] Company Overview - Pacira specializes in innovative, non-opioid pain therapies aimed at transforming patient lives [3] - The company has three commercial-stage non-opioid treatments: - EXPAREL®: a long-acting local analgesic approved for various postsurgical pain management techniques [3] - ZILRETTA®: an extended-release injectable for managing osteoarthritis knee pain [3] - iovera®: a handheld device providing immediate, long-acting, drug-free pain control through cold temperature application [3] - Pacira is advancing a pipeline of clinical-stage assets for musculoskeletal pain, with its leading candidate, PCRX-201, in Phase 2 clinical development for knee osteoarthritis [3]